DFX Intelligence
This firm's name and 6 more Schedule C rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Investment consultant
unclassified
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
1 allocator
- Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund Trusteethrough Dec 31, 2022
Schedule C rows
9 rows, $1.9M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Pavers & Road Builders Dc Pension Fund | 2024 | 28 51 | NONE | $302,700 |
| Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund | 2024 | 21 | NONE | $266,800 |
| Pipefitters Union Local No. 537 Pension Fund | 2024 | 28 51 | NONE | $134,898 |
+6 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
What changed
No dated events.